wealth_management

Newark, N.J. – September 08, 2026 -- Prudential Advisors has added Zachary Karason, a Cleveland-based financial advisor who managed more than $106 million in total client assets at U.S. Bancorp Advisors, to its Mid America Financial Group.

Karason brings a $106 million book of business to Prudential's Ohio operation

Karason joins Prudential Advisors' Mid America Financial Group, headquartered in Columbus, Ohio, after more than 12 years in the financial services industry. He began his career at Merrill Lynch, rising to assistant vice president, before moving to U.S. Bancorp Advisors as a wealth management advisor. He holds a bachelor's degree from Northwood University.

NEW YORK -- September 01, 2026 -- Oppenheimer & Co. Inc. hired Joel Berry II as a Financial Advisor to its Robinson Private Client Group in Winston-Salem, North Carolina, the firm announced on Aug. 31, 2026. Berry arrives from Truist Financial to expand the team's advisory work with current and former athletes navigating Name, Image and Likeness deals and revenue-sharing arrangements. The Robinson Private Client Group, led by Managing Director Tanner G. Robinson, oversaw more than $6 billion in client assets as of June 30, 2026.